Tool for tracking net worth or all saving/investment

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Last Comment 2022-04-11

2022-03-21

Friends,

Pls share tool/software you use for tracking your net worth which includes all bank/CC/investment/EPF/NPS/Policy/property etc. I wanted to have some tracker to track all my investment/earnings till date.

This will help in case something happen to me and family can get all info in 1 place.

Earlier, I used to put all details on plain paper and put it in locker. I feel there should be some better way than this.

Pls advice.

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https://www.desidime.com/discussions/tool-for-tracking-net-worth-or-all-saving-investment?page=1#post_8330720

akki.akki

2022-03-21

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Bhai ke paas itna paisa hai ke track bhi nhi rkh pa rha hai.

https://www.desidime.com/discussions/tool-for-tracking-net-worth-or-all-saving-investment?page=1#post_8330767

Loveall

2022-03-22

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Bhai, when you will be 43+, will realise the need and see your investment scattered in small chunks blush

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dhinchakrohit

2022-03-22

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Microsoft Excel blush

Reason: Data privacy.

https://www.desidime.com/discussions/tool-for-tracking-net-worth-or-all-saving-investment?page=1#post_8330791

MrKool_JJ

2022-03-22

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Yes, you may create your own interactive Dashboard…

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Snikeus

2022-03-22

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If privacy is not a concern then valueresearchonline but it is limited to debt and equity investments. You cannot track bank accounts and cc

https://www.desidime.com/discussions/tool-for-tracking-net-worth-or-all-saving-investment?page=1#post_8330885

somebodythatusedtobeondd

2022-03-22

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i used to use this aditya birla tool few years ago but they discontinued. for now i use IND money and Excel

https://www.desidime.com/discussions/tool-for-tracking-net-worth-or-all-saving-investment?page=1#post_8330898

guest_999

2022-03-22

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https://www.desidime.com/discussions/49-000-crs...

https://mywealthprotecto...m/

https://www.desidime.com/discussions/tool-for-tracking-net-worth-or-all-saving-investment?page=1#post_8330924

JaiKrish1031

2022-03-22

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For offline : https://www.aegonlife.com/sites/default/files/I...
For online : use INDMONEY. PM me if you need referral

https://www.desidime.com/discussions/tool-for-tracking-net-worth-or-all-saving-investment?page=1#post_8330931

Fanil

2022-03-22

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With Jupiter i think you can track net worth of all accounts, all the loans and mutual funds as well.

https://www.desidime.com/discussions/tool-for-tracking-net-worth-or-all-saving-investment?page=1#post_8331130

alekhyadas

2022-03-22

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Indmoney, provides good referral benefits also provides stocks if you buy through credit cards

https://www.desidime.com/discussions/tool-for-tracking-net-worth-or-all-saving-investment?page=1#post_8331333

muzik.store

2022-03-22

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these tools are fishy as they will have all your financial information. TOO RISKY

https://www.desidime.com/discussions/tool-for-tracking-net-worth-or-all-saving-investment?page=1#post_8332031

srp321

2022-03-22

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it would be great if someone could just share an excelsheet with a dashboard with dummy values for us dimers to refer to and use or create new ones
😛

https://www.desidime.com/discussions/tool-for-tracking-net-worth-or-all-saving-investment?page=1#post_8373225

kshmr

2022-04-11

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Please share if someone can 🔥🔥🔥

https://www.desidime.com/discussions/tool-for-tracking-net-worth-or-all-saving-investment?page=1#post_8332052

panchabhut

2022-03-22

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Put everything in a word/excel file. Scan copies of the relevant documents. Put all things in a folder and upload to Google drive. Share the folder with your spouse/near ones. Keep updating the data.